Core Docs - Church Management - Giving Journey

Rock Version: v20.0
Last Modified: 2026-04-24 11:51 AM

Each person can be thought of as being in a certain stage of a giving lifecycle. Has the person just started giving, or have they been giving for a while, or have they stopped giving? Rock's Giving Journey feature helps you identify which stage a person is in. This gives you insight into where their heart is, and helps you identify the changes in heart that are reflected in giving patterns.

There are six stages in the Giving Journey that a person moves through:

A person is evaluated for each stage, from the top down in the order listed on the page pictured below, until a match is found. For instance, a brand-new giver who gave $1 on Monday and $1 on Tuesday would be evaluated on Wednesday as a New Giver even though they technically also meet the requirements for a Consistent Giver.

To access the Giving Journey settings, navigate to Finance > Giving Alerts and click the ti ti-settings icon near the top right corner of the block.

While a lot of thought and effort went into the configuration that ships with Rock, you can customize the conditions that must be met for a person to be placed in each stage according to what makes sense for your organization.

Keep in mind that a person's current and previous Giving Journey stage are both stored as person attributes called Current Journey Giving Stage and Previous Journey Giving Stage. There's also a person attribute for the date that their stage changed, called Journey Giving Stage Change Date. This makes it easy to create data views, reports, SQL queries and targeted communications based on a person's Giving Journey information.

All changes to the Current Journey Giving Stage are written to the History table for in-depth analysis. Also, you could enable Analytics and Analytics History on the attribute for BI purposes.